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Schwab Fundamental US Small Company Index ETF

126 hedge funds and large institutions have $2.59B invested in Schwab Fundamental US Small Company Index ETF in 2018 Q2 according to their latest regulatory filings, with 24 funds opening new positions, 51 increasing their positions, 26 reducing their positions, and 11 closing their positions.

Holders
126
Holders Change
+12
Holders Change %
+10.53%
% of All Funds
2.89%
Holding in Top 10
9
Holding in Top 10 Change
+1
Holding in Top 10 Change %
+12.5%
% of All Funds
0.21%
New
24
Increased
51
Reduced
26
Closed
11
Calls
Puts
Net Calls
Net Calls Change
Name Market Value Shares Shares
Change
Shares
Change %
CSIA
1
Charles Schwab Investment Advisory
California
$2.16B 54,047,722 +2,879,478 +6%
FCAS
2
First Command Advisory Services
Texas
$261M 6,541,551 +6,541,537 +46,725,264%
BJ
3
Brouwer & Janachowski
California
$20.2M 505,350 -638,191 -56%
VCM
4
Vigilant Capital Management
Maine
$18.1M 453,603 +17,977 +4%
CW
5
CreativeOne Wealth
Kansas
$11.3M 282,699 -88,922 -24%
RWMH
6
Riverpoint Wealth Management Holdings
Illinois
$10.4M 260,164 +10,598 +4%
AFA
7
Arlington Financial Advisors
California
$7.69M 189,593 +23,039 +14%
DPA
8
Delphi Private Advisors
California
$7.06M 176,981 -18,758 -10%
UCFA
9
United Capital Financial Advisors
Texas
$5.76M 144,265 -13,841 -9%
OA
10
Opes Advisors
California
$5.71M 142,982 +82 +0.1%
RRC
11
Relaxing Retirement Coach
Massachusetts
$5.4M 135,073 +21,211 +19%
BCI
12
Brinker Capital Investments
Pennsylvania
$5.23M 131,124 +31,124 +31%
Cambridge Investment Research Advisors
13
Cambridge Investment Research Advisors
Iowa
$4.96M 124,328 +673 +0.5%
SWM
14
SVA Wealth Management
Wisconsin
$4.55M 113,893 +113,893 New
FWM
15
Frontier Wealth Management
Missouri
$4.44M 111,164 -7,873 -7%
TA
16
Tiedemann Advisors
New York
$3.47M 87,035 -923 -1%
IA
17
IFP Advisors
Florida
$3.47M 86,830 -6,289 -7%
TYCC
18
Texas Yale Capital Corp
Florida
$3.44M 86,100 +10,000 +13%
UBS Group
19
UBS Group
Switzerland
$3.43M 85,960 +48,794 +131%
SA
20
Strategic Advisors
New York
$3.42M 85,750 +5,160 +6%
FANJ
21
Financial Architects (New Jersey)
New Jersey
$2.85M 71,363 +7,892 +12%
RC
22
RegentAtlantic Capital
New Jersey
$2.22M 55,553 +17,419 +46%
Mariner
23
Mariner
Kansas
$2.16M 54,215 -1,493 -3%
MFP
24
Mosaic Financial Partners
California
$1.89M 47,455 +6,326 +15%
AEPG
25
American Economic Planning Group
New Jersey
$1.38M 34,524 +419 +1%